Perkins, Wolf, Mcdonnell & Co. is a large advisory firm based in Chicago. It manages $25.4 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and Texas.
Perkins, Wolf, Mcdonnell & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Perkins, Wolf, Mcdonnell & Co. is $25.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Perkins, Wolf, Mcdonnell & Co. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gregory Erhard Wolf has been acting as President since 1 Sep 1980. Robert Hunter Perkins joined the executive team most recently as the President.
The principal office where Perkins, Wolf, Mcdonnell & Co. performs its advisory services is located at 310 S. Michigan Ste. 2600, Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-922-0355 or by fax 312-922-0418. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.